Pontera logo

Pontera

Challenger

Fintech enabling advisors to manage clients' 401(k)s. $69M revenue (2025). $550M valuation. Co-founded by Waze's Uri Levine. Founded 2012, NYC/Tel Aviv. $160M+ raised.

Best for: Retirement Account Management
46
AI Score
Grade C↑ Trending
AI Visibility Score (Beta)
Financial ServicesRetirement Account ManagementWebsiteUpdated April 2026

Brand Intelligence Graph

Integrates with
Capabilities
Retirement Account Management

Company Overview

About Pontera

Pontera (formerly FeeX) is a fintech founded in 2012 by Yoav Zurel, David Weisz, Eyal Halachmi, and chairman Uri Levine (Waze co-founder). Headquartered in New York with engineering in Tel Aviv. Enables financial advisors to securely manage, trade, and report on clients' held-away retirement accounts (401k, 403b).

Business Model & Competitive Advantage

Raised $160M+ total with a $60M round led by ICONIQ Growth at $550M valuation (December 2023). Revenue ~$69M (2025) with 338 employees. Partners include Hightower Advisors, World Investment Advisors, Orion, and Independent Advisor Alliance.

Competitive Landscape 2025–2026

Navigating regulatory headwinds around retirement account access. Appointed former US Assistant Secretary Lisa Gomez as strategic advisor. A September 2025 study found two-thirds of retirement savers feel they lack control over workplace investment decisions.

Founded
2012
Revenue
$69M
Curated content • Fact-checked and verified

Recent Activity

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Key Differentiators

Strong Challenger

Pontera is an established challenger with significant market presence and competitive offerings in Financial Services.

Frequently Asked Questions

Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

46
↑ Trending

Based on estimated brand signals. Historical tracking coming soon.

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